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Selecting the right financial advisor in Portland is a crucial decision that can shape your financial future. From tailored investment strategies and tax-efficient planning to retirement and wealth preservation, the best advisors in Portland combine local expertise with personalized service to help you achieve your long-term goals. These standout firms offer the guidance and trust you need to navigate complex financial decisions with confidence in the Rose City’s unique economic landscape.
Financial Advisor in Portland to consider
- Denk Financial Advisors
- Martel Wealth Advisors
- Compass Investment Advisers
- Bright Oak Financial Management LLC
- Anderson Wealth Management (NW Cedar Financial)
- Thompson Advisory Services
- Mengis Capital Management Inc
- Summit Advisors NW
- Rothermel Financial Services LLC
- Wealth Advisors Northwest LLC
1. Denk Financial Advisors
Denk Financial Advisors is a fee-only financial planning firm dedicated to providing objective, client-focused advice. Specializing in comprehensive wealth management, retirement planning, and investment strategies, the firm serves individuals and families seeking financial clarity. Their fiduciary approach ensures recommendations are always in the clients’ best interests. With a focus on education and long-term relationships, Denk Financial Advisors helps clients navigate complex financial decisions with confidence.
🔹 Services: Fee-Only Financial Planning, Investment Management, Retirement Strategies
📍 Address: 3650 SW 93rd Ave, Portland, Or 97225
📞 Phone: (503) 257 – 8173
🔗 Website: Denk Financial Advisors
📧 Contact: janell.denk@cprinvestmentsinc.com
2. Martel Wealth Advisors
Martel Wealth Advisors is a boutique wealth management firm offering personalized financial planning and investment services. Their team of experienced advisors specializes in retirement income strategies, tax-efficient investing, and estate planning solutions. With a client-first philosophy, the firm creates customized plans that align with each client’s unique goals and values. Martel Wealth Advisors is committed to building lasting relationships through trust and transparency.
🔹 Services: Wealth Management, Retirement Planning, Tax-Efficient Investing
📍 Address: NE Argyle St, Portland, OR 97211
📞 Phone: (503) 288-1252
🔗 Website: Martel Wealth Advisors
📧 Contact: linda@martelwealthadvisors.com
3. Compass Investment Advisers
Compass Investment Advisers is an independent registered investment advisory firm providing personalized portfolio management and financial planning services. Their evidence-based investment approach focuses on long-term growth while managing risk. The firm serves individuals, families, and institutions with customized investment solutions tailored to their specific needs and goals.
🔹 Services: Portfolio Management, Financial Planning, Retirement Strategies
📍 Address: 4475 SW Scholls Ferry Rd # 270, Portland, OR 97225
📞 Phone: (503) 473-8422
🔗 Website: Compass Investment Advisers
📧 Contact: jeannie@compassadv.net
4. Bright Oak Financial Management LLC
Bright Oak Financial Management is a fee-only financial planning firm specializing in serving women, families, and professionals. Their comprehensive services include investment management, retirement planning, and financial life planning. The firm’s mission is to provide clarity and confidence in financial decision-making through education and personalized advice.
🔹 Services: Financial Life Planning, Investment Management, Retirement Strategies
📍 Address: 3939 NE Hancock St, Portland, OR 97212
📞 Phone: (503) 719 – 7732
🔗 Website: Bright Oak Financial
📧 Contact: william.carter@voyafa.com
5. Anderson Wealth Management (NW Cedar Financial)
Anderson Wealth Management, operating as NW Cedar Financial, provides comprehensive wealth management services with a focus on retirement planning and investment management. Their team of experienced advisors helps clients navigate financial challenges and opportunities to achieve their long-term goals. The firm’s personalized approach ensures each client receives tailored advice and solutions.
🔹 Services: Retirement Planning, Investment Management, Wealth Preservation
📍 Address: 222 SW Columbia St, Portland, OR 97201
📞 Phone: (877) 683-7093
🔗 Website: Anderson Wealth Management
📧 Contact: katy.fackler@wellsfargoadvisors.com
6. Thompson Advisory Services
Thompson Advisory Services is an independent wealth management firm offering personalized financial planning and investment advisory services. Their team specializes in retirement income planning, tax-efficient strategies, and portfolio management. With a commitment to fiduciary standards, the firm provides objective advice tailored to each client’s unique situation.
🔹 Services: Retirement Income Planning, Tax-Efficient Investing, Portfolio Management
📍 Address: 3339 SE Division St Suite B, Portland, OR 97202
📞 Phone: (503) 234-0721
🔗 Website: Thompson Advisory Services
📧 Contact: info@thompson-advisory.com
7. Mengis Capital Management Inc
Mengis Capital Management is a boutique investment advisory firm providing disciplined investment management and financial planning services. Their experienced team focuses on creating customized portfolios designed to meet clients’ specific risk tolerances and financial objectives. The firm’s long-term perspective and research-driven approach help clients navigate changing market conditions.
🔹 Services: Investment Management, Financial Planning, Portfolio Strategy
📍 Address: 1 SW Columbia St #780, Portland, OR 97258
📞 Phone: (503) 916-0776
🔗 Website: Mengis Capital Management
📧 Contact: jeff@mengiscapital.com
8. Summit Advisors NW
Summit Advisors NW is a comprehensive financial planning firm serving individuals and families in the Pacific Northwest. Their services include retirement planning, investment management, and tax strategy development. The firm’s holistic approach ensures all aspects of a client’s financial life are coordinated to work toward their most important goals.
🔹 Services: Comprehensive Financial Planning, Investment Management, Tax Strategies
📍 Address: SW th Ave, Portland, OR 97219
📞 Phone: (254) 758-1616
🔗 Website: Summit Advisors NW
📧 Contact: michael@summitadvisorsnw.com
9. Rothermel Financial Services LLC
Rothermel Financial Services LLC is a Detroit-based wealth management firm providing personalized financial planning and investment strategies. Serving individuals and families across Metro Detroit, their team offers comprehensive services including retirement planning, tax strategies, and estate planning. With deep roots in the Detroit community, they understand the unique financial challenges and opportunities facing Michiganders.
🔹 Services: Retirement Planning, Investment Management, Tax Strategies
📍 Address: 205 SE Spokane St, Portland, OR 97202
📞 Phone: (503) 730-8644
🔗 Website: Rothermel Financial Services
📧 Contact: sb@rothermelfinancial.com
10. Wealth Advisors Northwest LLC
Wealth Advisors Northwest LLC brings Detroit-focused financial expertise to clients throughout Southeast Michigan. Their team specializes in creating customized wealth management solutions for professionals, business owners, and retirees in the Detroit metropolitan area. They combine local market knowledge with national-caliber investment strategies to help clients navigate Detroit’s evolving economic landscape.
🔹 Services: Wealth Management, Business Succession Planning, Retirement Income Strategies
📍 Address: 9955 SE Washington St Ste. #200, Portland, OR 97216
📞 Phone: (971) 249-9930
🔗 Website: Wealth Advisors Northwest
📧 Contact: info@wealthnw.com
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